Westside Investment Management, Inc. VYM holdings history
VANGUARD HIGH DVD YIELD ETF · CUSIP 921946406 · CIK 1538383
As of 2026-06-30, Westside Investment Management, Inc. reported 162.62K VYM (shares), valued at $25.70M, or 3.38% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 0.37%; reported value increased 7.10%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.38% | 162,620 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 3.68% | 162,017 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 3.58% | 155,785 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 3.47% | 154,025 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 3.86% | 156,256 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 4.20% | 152,779 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 3.71% | 138,149 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 3.73% | 137,257 | SEC filing ↗Filed Nov 20, 2024 |
| Q2 2024 | 3.51% | 129,259 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.68% | 126,985 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 3.38% | 118,505 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 3.01% | 101,329 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.01% | 101,329 | $10.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 3.38% | 118,505 | $13.23M | Shares increased 16.95%; reported value increased 26.36%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 3.68% | 126,985 | $15.36M | Shares increased 7.16%; reported value increased 16.12%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 3.51% | 129,259 | $15.34M | Shares increased 1.79%; reported value decreased 0.16%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 3.73% | 137,257 | $17.54M | Shares increased 6.19%; reported value increased 14.33%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q4 2024 | 3.71% | 138,149 | $17.63M | Shares increased 0.65%; reported value increased 0.52%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 4.20% | 152,779 | $19.70M | Shares increased 10.59%; reported value increased 11.77%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 3.86% | 156,256 | $20.84M | Shares increased 2.28%; reported value increased 5.78%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 3.47% | 154,025 | $21.71M | Shares decreased 1.43%; reported value increased 4.18%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 3.58% | 155,785 | $22.37M | Shares increased 1.14%; reported value increased 3.02%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 3.68% | 162,017 | $23.99M | Shares increased 4.00%; reported value increased 7.28%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 3.38% | 162,620 | $25.70M | Shares increased 0.37%; reported value increased 7.10%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
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